New Business Administrator
Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you''ll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You''ll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you''ll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you''ll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office ..... full job details .....
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